CIBC Sustainable Balanced Solution ETFCBOE Canada:CSBA
- LAST PRICE21.64
- TODAY'S CHANGE (%)0.12 (0.56%)
- Bid / Lots---/ ---
- Ask / Lots---/ ---
- Open / Previous Close--- / 21.52
- Day Range
- 52 Week Range
- Volume---
- Overall Morningstar Rating2 out of 5 Starsout of 2835 funds
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| Company | Country | Symbol |
|---|
| Fixed Income | 37.8% |
|---|---|
| US Equity | 31.9% |
| CDN Equity | 15.4% |
| Int'l Equity | 11.4% |
| Cash | 2.8% |
| Other | 0.7% |
| Technology | 14.3% |
|---|---|
| Financial Serv.s | 11.7% |
| Healthcare | 7.1% |
| Industrials | 7.1% |
| Consumer Cyclical | 4.6% |
| Consumer Defensive | 4.6% |
| Basic Mat. | 4.4% |
| Communication Services | 4.2% |
| Real Estate | 0.3% |
| Utilities | 0.3% |
| Energy | 0 |
| United States | 54.4% |
|---|---|
| Canada | 26.2% |
| Europe | 8.6% |
| Asia/Oceania | 2.7% |
| Africa | 0 |
| Latin America | 0 |
Reports
- ManagedInvestmentETF11/10/24
Morningstar ETF Report
The Morningstar ETF Report offers in-depth analyst research on exchange-traded funds to help you evaluate these investments and how they fit within a portfolio.
Morningstar Ratings
| Time Horizon | Star Rating |
|---|---|
| Overall Rating | 2 out of 5 Stars |
| 3 Year Rating | 2 out of 5 Stars |
| 5 Year Rating | Not Rated |
| 10 Year Rating | Not Rated |
Past performance is no guarantee of future results. The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weight average of the fund's 3, 5, and 10 year (Morningstar Rating) metrics.
Style Box is calculated only using the long position holdings of the portfolio.
Best Fit Index | FTSE Canada Universe Bond |
|---|---|
Category | |
Sponsor | CIBC Asset Management Inc |
Inception | June 18, 2021 |
The Fund aims to achieve a balance of income and long-term capital growth by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.
| Total Net Assets | $1.3M |
|---|---|
| Shares Out. | 60.0K |
| Net Asset Value (NAV) | $21.51 |
| Prem/Discount to NAV | -6.56% |
| P/E Ratio | 26.2 |
| Dividend Yield | 1.32% |
| Dividend per Share | 0.29 CAD |
| Ex-Dividend Date | 09/27/2024 |
| Dividend Payment Date | 10/3/2024 |
| Beta | --- |
| Morningstar Investment Style | Global Neutral Balanced |
| Equity Style | Large Cap Growth |
| Credit Quality / Duration | Long Duration/Medium Quality |
| Actual Management Fee | 0.70% |
|---|---|
| Actual Mgmt. Expense Ratio (MER) | 0.84% |